| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Private Client Group | — | — | — | $431.00M | — | — | $439.00M | $416.00M |
| Bank | $115.00M | $98.00M | $118.00M | $117.00M | $123.00M | $133.00M | $173.00M | $166.00M |
| Asset Management | — | — | — | $121.00M | — | — | $143.00M | $137.00M |
| Capital Markets | — | — | — | $36.00M | — | — | $9.00M | $51.00M |
| Total | $446.25M | $446.25M | $462.00M | $431.00M | — | — | $439.00M | $416.00M |